Senior Home Financing Advisor

Next Frontier Capital; Walnut Creek (CA); On-site; USD 90,000 - 120,000; Full time

Job summary

Chase (JPMorgan Chase) in Walnut Creek, CA is seeking a Senior Home Lending Advisor to be the primary contact for customers throughout the loan life cycle, guiding them through mortgage options and regulatory requirements.

You will train branch staff, collaborate with bankers, and drive mortgage originations while delivering an exceptional customer experience.

The role requires a bachelor’s degree, 3+ years in mortgage lending, knowledge of FHA/VA guidelines, and strong communication skills.

Qualifications

• Bachelor's degree or equivalent work experience in sales and/or real estate.
• 3+ years of mortgage lending and proven sales experience in retail banking.
• Knowledge of FHA, VA, FNMA, and FHLMC guidelines.

Responsibilities

• Coaches and mentors the branch team by providing training on products and services.
• Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services.
• Collaborates with your team to create an outstanding customer experience by utilizing marketing efforts.
• Develops a strong partnership with the assigned retail branches to promote mortgage loan originations.
• Builds role as the internal and external mortgage expert and maintains good relationships with customers.
• Exhibits consultative skills to provide recommendations based on financial analysis and knowledge of customer needs.

Skills

Strong communication

Mortgage lending knowledge

Real estate market knowledge

Education

Bachelor's degree or equivalent in sales/real estate

Job description

Chase (JPMorgan Chase) in Walnut Creek, CA is seeking a Senior Home Lending Advisor to be the primary contact for customers throughout the loan life cycle, guiding them through mortgage options and regulatory requirements.

You will train branch staff, collaborate with bankers, and drive mortgage originations while delivering an exceptional customer experience.

The role requires a bachelor’s degree, 3+ years in mortgage lending, knowledge of FHA/VA guidelines, and strong communication skills.